Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Sell
531
-38
-7% -$30.5K 0.02% 411
2025
Q1
$377K Buy
569
+5
+0.9% +$3.32K 0.02% 412
2024
Q4
$391K Sell
564
-77
-12% -$53.4K 0.02% 396
2024
Q3
$534K Buy
641
+86
+15% +$71.6K 0.03% 332
2024
Q2
$568K Buy
555
+159
+40% +$163K 0.04% 297
2024
Q1
$385K Buy
396
+60
+18% +$58.3K 0.04% 316
2023
Q4
$255K Buy
+336
New +$255K 0.03% 367